Jennifer Rebecca Cullinan Gates

CRD 5353414 · Merrill Lynch, Pierce, Fenner & Smith Incorporated · Biloxi, MS

IA RegisteredBroker

Also appears in the source record as: Jennifer R Cullinan; Jennifer Rebecca Cullinan; Jennifer Cullinan; Jennifer Cullinan Gates; Jennifer Cullinan Weeks

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (15): Alabama · California · Colorado · Florida · Georgia · Indiana · Kansas · Kentucky · Louisiana · Maryland · Mississippi · North Carolina · Tennessee · Texas · Virginia
Years in the industry (source record): 19
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm CRD: 7691
SEC number: 801-14235
Assets under management: $1.8T as of Jun 29, 2026
Website: www.merrilledge.com/GUIDED-INVESTING ↗
Phone: 800-637-7455
Firm location: New York, NY, 10036

Employment history (9)

From the source registration record · current first

Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Biloxi, MS · IA capacity

Jan 8, 2016 → present
Merrill Lynch, Pierce, Fenner & Smith IncorporatedCurrent
Biloxi, MS · BC capacity

start not retrieved → present
Edward Jones
IA capacity

Jul 15, 2013 → Jan 11, 2016
Edward Jones
BD capacity

Jul 12, 2013 → Jan 11, 2016
Hancock Investment Services, Inc.
BD capacity

Sep 25, 2009 → Jul 15, 2013
Hancock Investment Services, Inc.
IA capacity

Sep 25, 2009 → Jul 15, 2013
Cuna Brokerage Services, Inc.
BD capacity

Jan 21, 2009 → Sep 11, 2009
Edward Jones
IA capacity

Aug 14, 2007 → Feb 8, 2008
Edward Jones
BD capacity

Jul 27, 2007 → Feb 8, 2008

Source & corrections

Where this page comes from

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